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ORBA Wealth Advisors, L.L.C.: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on SPMD, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 20,565 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,565 shares
    Change vs previous 13F -6,221 shares

    1.19% of the 13F portfolio, value $1,389,392.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,786 shares
    Change vs previous 13F -2,559 shares

    1.89% of the 13F portfolio, value $1,586,293.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,345 shares
    Change vs previous 13F -4,974 shares

    1.48% of the 13F portfolio, value $1,699,356.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,319 shares
    Change vs previous 13F -823 shares

    1.62% of the 13F portfolio, value $1,962,702.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,142 shares
    Change vs previous 13F -51,899 shares

    1.74% of the 13F portfolio, value $1,911,040.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 87,041 shares
    Change vs previous 13F +23,203 shares

    2.25% of the 13F portfolio, value $4,454,759.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,838 shares
    Change vs previous 13F -37 shares

    1.82% of the 13F portfolio, value $3,491,344.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,875 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,492,704.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).